See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,791 | $60,022+209.5% | $88,946+108.9% | $84,808+119.1% |
| Participation rate | 42.3% | 57.8%-15.5pp | 68.8%-26.5pp | 68.3%-26.0pp |
| Annual return | 20.79% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,148 | $1,703-32.6% | $2,555-55.1% | $2,631-56.4% |
| Participant deferral / active EE | $5,692 | $3,114+82.8% | $4,581+24.2% | $4,212+35.1% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |